Telsey Advisory Group Raises 12 Month Price Target on ANF and KSS Given Solid Outlook for Sales and Margins
04 Outubro 2006 - 1:05PM
PR Newswire (US)
NEW YORK, Oct. 4 /PRNewswire/ -- Telsey Advisory Group(TM) (TAG),
an independent research firm founded by Dana Telsey, one of Wall
Street's leading retail analysts to provide in-depth coverage of
the retail industry, today announced it has increased its price
targets on two of its 38 retail companies under coverage. TAG
raised its Abercrombie & Fitch (ANF) 12-month price target 14%
to $81- $83. Dana Telsey, TAG's Chief Research Officer, pointed to
the store's impressive full-price back-to-school performance as a
bellwether to sustaining its leadership position in the Gen Y
space. "The company looks like it's building on last year's denim
rush with a continuous new product flow this fall," she said.
"They've kept inventories lean and we've noted a lot of buzz and
excitement in our store visits-not only at Abercrombie but at
Hollister and Ruehl as well. We've been viewing ANF as a core
specialty holding for some time now, and based on what they're
reporting and what we've been seeing, we believe there's still more
upside to come." TAG also raised Kohl's (KSS) price target 10% to
$77-$79 as it increases its moderate market share. "KSS looks like
it's firing on all cylinders right now," noted TAG's Chief Research
Officer Dana Telsey. "Their same store sales were up 16% for the
month, with every one of their regions reporting a double-digit
increase. They're on track with a very ambitious expansion program,
and the nationwide grand opening of 65 stores on Thursday, October
5 demonstrates an intensified marketing focus. All of these
factors, along with their exclusive merchandising programs which
have come on quite strong over the past year, give us confidence in
revising our 12-month price target. ABOUT TELSEY ADVISORY GROUP
Telsey Advisory Group, ("TAG") is an independent research firm,
founded by Dana Telsey, a 13-year ranked, seven-time #1 ranked
analyst by Institutional Investor. Ms. Telsey is widely recognized
as Wall Street's leading retail industry expert by the investment
community, senior executives, consultants, advisors to the
industry, and the media. TAG is in the unique position of having
the scale of a large research department along with the objectivity
of an independent, as the firm provides no investment banking or
trading services. TAG delivers the best of both worlds to buy-side
investment firms that rely on quality research and counsel. Telsey
Advisory Group is headquartered at 535 Fifth Avenue, 12th Floor,
New York, NY 10017. Phone: 212-973-9700. URL:
http://www.telseygroup.com/ Ms. Telsey has followed over 70
companies during her 21-year career and was the only U.S. based
analyst to provide complete analysis of the European luxury goods
sector. From 1994 to 2006, Ms. Telsey was at Bear, Stearns &
Co. Inc. covering the retail sector, most recently as a Senior
Managing Director. Prior to Bear Stearns, Ms. Telsey was the Retail
Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund
at Baron Capital, Inc. She has appeared as a guest analyst on
television shows such as Wall Street Week, ABC News, The NBC
Evening News and The Today Show as well as regular guest
appearances on CNN and CNBC. Ms. Telsey is a regular contributor to
Luxury Briefing, the leading luxury goods industry publication, and
WGSN (Worth Global Style Network), an online research, trend
analysis and news service for the fashion and style industries.
CONTACT: David Zweifler/Danny Charles G.S. Schwartz & Co. 470
Park Avenue South, 10th Floor New York, NY 10016 Office:
212-725-4500 Fax: 212-725-9188 DATASOURCE: Telsey Advisory Group
CONTACT: David Zweifler, , or Danny Charles, both of G.S. Schwartz
& Co., +1-212-725-4500, Fax: +1-212-725-9188 Web site:
http://www.telseygroup.com/
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